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Portfolio (Quarterly) Guide ↗

Bridgewater Associates, LP

· CIK 0001350694
13F Portfolio $24.4B AUM 997 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 214 New 394 Added 376 Reduced 210 Exited
Page 24 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ON ON SEMICONDUCTOR CORP Technology 58,377.0 $5.5M 0.02% +38K +191.6% $94.54 -23.8%
462 CTAS CINTAS CORP Industrials 32,363.0 $5.5M 0.02% +21K +182.2% $170.08 +20.0%
463 IDR IDAHO STRATEGIC RESOURCES Basic Materials 167,828.0 $5.5M 0.02% -32K -16.0% $32.75 +0.0%
464 VEEV VEEVA SYS INC Healthcare 30,709.0 $5.4M 0.02% NEW $177.47 +39.0%
465 ABT ABBOTT LABORATORIES Healthcare 59,775.0 $5.4M 0.02% -57K -48.9% $90.74 +27.0%
466 MAS MASCO CORP Industrials 66,385.0 $5.4M 0.02% +41K +166.1% $81.37 -10.1%
467 CE CELANESE CORP DEL Basic Materials 117,410.0 $5.4M 0.02% +2K +1.8% $46.00 -3.7%
468 VRTX VERTEX PHARMACEUTICALS INC Healthcare 10,865.0 $5.4M 0.02% -2K -18.7% $496.73 +11.5%
469 FULT FULTON FINL CORP PA Financial Services 222,361.0 $5.4M 0.02% -28K -11.3% $24.19 -2.6%
470 XPO XPO INC Industrials 26,152.0 $5.4M 0.02% +961.0 +3.8% $205.29 -5.6%
471 DTM DT MIDSTREAM INC Energy 36,456.0 $5.3M 0.02% -52K -58.9% $146.74 -14.1%
472 AGO ASSURED GUARANTY LTD Financial Services 66,359.0 $5.3M 0.02% -5K -7.1% $80.16 -7.1%
473 MMS MAXIMUS INC Industrials 98,469.0 $5.3M 0.02% +86K +712.7% $53.76 +7.7%
474 CW CURTISS WRIGHT CORP Industrials 6,964.0 $5.3M 0.02% -4K -37.7% $757.76 -18.9%
475 DELL DELL TECHNOLOGIES INC Technology 12,230.0 $5.3M 0.02% -211K -94.5% $431.46 +4.5%
476 VIKING HOLDINGS LTD 50,400.0 $5.3M 0.02% -55K -52.1% $104.67
477 EMR EMERSON ELEC CO Industrials 36,541.0 $5.2M 0.02% -97K -72.7% $143.15 +9.6%
478 AON AON PLC Financial Services 15,663.0 $5.2M 0.02% -5K -22.5% $331.69 +7.2%
479 RJF RAYMOND JAMES FINL INC Financial Services 34,074.0 $5.2M 0.02% +4K +14.3% $152.03 +15.3%
480 PEGA PEGASYSTEMS INC Technology 169,146.0 $5.1M 0.02% -8K -4.3% $29.97 +13.8%
Page 24 of 50  ·  997 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.1%
Technology 25.5%
Industrials 8.5%
Healthcare 7.7%
Energy 7.2%
Consumer Cyclical 6.4%
Utilities 5.4%
Basic Materials 5.2%
Communication Services 3.8%
Consumer Defensive 2.8%